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PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Fund
S&P 500
This Quarter Est. Return
+10.13%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.74B
AUM Growth
+$168M
Cap. Flow
+$14.8M
Cap. Flow %
0.85%
Top 10 Hldgs %
22.1%
Holding
831
New
35
Increased
232
Reduced
218
Closed
35

Top Buys

Rank Stock Value
1
ITB icon
iShares US Home Construction ETF
ITB
+$12.3M
2
LSBG
Lake Sunapee Bank Group
LSBG
+$5.11M
3
CMI icon
Cummins
CMI
+$2.96M
4
MCD icon
McDonald's
MCD
+$2.86M
5
HAR
Harman International Industries
HAR
+$2.47M

Top Sells

Rank Stock Value
1
WMT icon
Walmart Inc
WMT
+$4.95M
2
XOM icon
ExxonMobil
XOM
+$4.05M
3
AGN
Allergan Inc
AGN
+$2.97M
4
DE icon
Deere & Co
DE
+$2.95M
5
VZ icon
Verizon
VZ
+$2.58M

Sector Composition

Rank Sector Weight
1 Healthcare 14.84%
2 Financials 14.22%
3 Technology 13.73%
4 Industrials 11.72%
5 Consumer Discretionary 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SWK icon
126
Stanley Black & Decker
SWK
$15.7B
$2.43M 0.14%
30,156
+3,767
+14% +$308K
VOD icon
127
Vodafone
VOD
$37.4B
$2.37M 0.14%
59,239
+5,853
+11% +$220K
SO icon
128
Southern Company
SO
$107B
$2.28M 0.13%
55,457
-10,318
-16% -$426K
APD icon
129
Air Products & Chemicals
APD
$67.6B
$2.23M 0.13%
21,609
+95
+0.4% +$9.58K
XLP icon
130
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$2.2M 0.13%
51,232
+38,753
+311% +$1.63M
J icon
131
Jacobs Solutions
J
$17B
$2.17M 0.12%
41,730
+1,158
+3% +$57.4K
IVE icon
132
iShares S&P 500 Value ETF
IVE
$49.8B
$2.17M 0.12%
25,408
-150
-0.6% -$12.4K
BKNG icon
133
Booking.com
BKNG
$161B
$2.1M 0.12%
45,225
-1,700
-4% -$75.6K
FDX icon
134
FedEx
FDX
$75.4B
$2.08M 0.12%
14,508
+234
+2% +$31K
HAL icon
135
Halliburton
HAL
$26.6B
$2.08M 0.12%
41,028
-5,640
-12% -$292K
WBA
136
DELISTED
Walgreens Boots Alliance
WBA
$2.08M 0.12%
36,121
-1,532
-4% -$89.1K
IVV icon
137
iShares Core S&P 500 ETF
IVV
$904B
$2.02M 0.12%
10,852
+662
+6% +$118K
EXC icon
138
Exelon
EXC
$47B
$1.98M 0.11%
101,355
+9,284
+10% +$187K
VRSK icon
139
Verisk Analytics
VRSK
$25B
$1.95M 0.11%
29,598
-926
-3% -$60.8K
TEL icon
140
TE Connectivity
TEL
$62.6B
$1.94M 0.11%
35,169
+3,980
+13% +$209K
MIDD icon
141
Middleby
MIDD
$6.08B
$1.85M 0.11%
23,091
+1,350
+6% +$99.9K
MNST icon
142
Monster Beverage
MNST
$88.5B
$1.84M 0.11%
163,122
+9,738
+6% +$95.7K
GPOR
143
DELISTED
Gulfport Energy Corp.
GPOR
$1.84M 0.11%
29,141
+1,286
+5% +$77.9K
BSV icon
144
Vanguard Short-Term Bond ETF
BSV
$45.6B
$1.82M 0.1%
22,825
-65
-0.3% -$5.23K
IVW icon
145
iShares S&P 500 Growth ETF
IVW
$77.6B
$1.78M 0.1%
72,228
-11,800
-14% -$278K
SU icon
146
Suncor Energy
SU
$70.3B
$1.77M 0.1%
50,600
+9,264
+22% +$326K
IYM icon
147
iShares US Basic Materials ETF
IYM
$1.02B
$1.75M 0.1%
21,475
+16,065
+297% +$1.25M
CAH icon
148
Cardinal Health
CAH
$55.4B
$1.74M 0.1%
26,029
+7,598
+41% +$464K
VB icon
149
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$1.73M 0.1%
15,762
+4,169
+36% +$444K
DD icon
150
DuPont de Nemours
DD
$19.2B
$1.69M 0.1%
15,060
+735
+5% +$75.3K
4 5
6
7 8

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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People's United Financial's Q4 2013 Portfolio in Review

As of Q4 2013, People's United Financial held 831 positions worth $1.74B, up 11% from $1.58B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q4 2013 filing shows 35 new, 232 increased, 218 reduced and 35 closed positions. Its largest new stake was iShares US Home Construction ETF: 542,336 shares worth $13.5M. The largest sale was Walmart Inc, an estimated $4.95M.

By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 15% a quarter earlier, followed by Financials and Technology.

  • People's United Financial's largest Q4 2013 buy was iShares US Home Construction ETF: 542,336 shares worth $13.5M.
  • People's United Financial added most to Cummins in Q4 2013, an estimated $2.96M increase.
  • People's United Financial's biggest Q4 2013 reduction was Walmart Inc, cutting an estimated $4.95M.
  • People's United Financial fully exited SOURCEFIRE INC COM STK in Q4 2013, selling an estimated $637K.
  • People's United Financial's ten largest holdings make up 22% of its $1.74B portfolio in Q4 2013.
  • People's United Financial opened 35 new positions and closed 35 in Q4 2013.
  • People's United Financial's portfolio value rose 11% quarter-over-quarter to $1.74B.

Based on People's United Financial's 13F filing for Q4 2013, filed 14 Feb 2014.